Analyze client portfolio diversification using Google Sheets, OpenAI and Slack
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 15 nodes and runs on Google Sheets events. Along the way it connects Google Sheets, Slack and OpenAI.
How it runs
Trigger: On Google Sheets events.
- Fetch Portfolio Data (Google Sheets): uses Google Sheets
- Normalize Portfolio Data (Edit Fields (Set)): sets 3 fields: Stock, Sector, Investment
- Validate Data (Sector + Investment) (If): checks a condition and branches into true / false
- Compute: Sector Allocation Breakdown (Code): runs custom JavaScript code
- Alert: Invalid Data (Slack): uses Slack
- Compute: Risk Score & Exposure (Code): runs custom JavaScript code
- Compute: Diversification Score (Code): runs custom JavaScript code
- AI: Portfolio Insights Generator (OpenAI): uses OpenAI
- Transform: Extract AI Response (Edit Fields (Set)): sets 1 field: ai_response
- Decision: Overexposure Check (If): checks a condition and branches into true / false
…plus 4 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (7)
- Google Sheets
n8n-nodes-base.googleSheets - Slack
n8n-nodes-base.slack - If
n8n-nodes-base.if - Google Sheets Trigger
n8n-nodes-base.googleSheetsTrigger - Edit Fields (Set)
n8n-nodes-base.set - Code
n8n-nodes-base.code - OpenAI
@n8n/n8n-nodes-langchain.openAi
From the author
Client Portfolio Diversification Check using n8n, Google Sheets, OpenAI & Slack This n8n workflow automatically analyzes client portfolio data from Google Sheets, evaluates sector allocation, risk level and diversification quality and generates AI-powered…